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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,982 | $110,083-68.2% | $151,639-76.9% | $68,486-48.9% |
| Participation rate | 77.9% | 84.0%-6.0pp | 87.5%-9.6pp | 67.9%+10.0pp |
| Annual return | -16.40% | -10.12%-6.3pp | 3.34%-19.7pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,471 | $4,470-67.1% | $6,165-76.1% | $2,597-43.3% |
| Participant deferral / active EE | $5,184 | $6,526-20.6% | $8,363-38.0% | $4,028+28.7% |
| Admin fee / account holder | $6,354 | $7,718-17.7% | $11,613-45.3% | $5,404+17.6% |